Mesa Royalty Trust (MTR) Holders & Ownership

Mesa Royalty Trust (MTR) ownership: Top institutional holder: Ashton Thomas Private Wealth, LLC ($1.17M). SEC EDGAR first-party data.

Top Institutional Holders (13F)

Source: SEC Form 13F
HolderSharesMarket ValueReported
Ashton Thomas Private Wealth, LLC239537.00$1.17M2026-03-31
Welch Group, LLC16370.00$79559.002026-03-31
McGowan Group Asset Management, Inc.13111.00$64113.002026-03-31
CITADEL ADVISORS LLC12175.00$59536.002026-03-31
OSAIC HOLDINGS, INC.9901.00$48425.002026-03-31
CWM, LLC7196.00$34973.002026-03-31
MORGAN STANLEY5202.00$25439.002026-03-31
JPMORGAN CHASE & CO1300.00$6656.002026-03-31

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Institutional data from SEC Form 13F. Insider data from SEC Form 4. Congressional data from STOCK Act disclosures. Not personalized investment advice.